Dr. Dana Lebo and Bill Sanford Work with Alex. Brown on Strategic Planning

Dr. Dana Lebo and Bill Sanford conducted a customized two-day Strategic Planning program with Alex. Brown.  The first day was held at the Carolina Inn in Chapel Hill, NC, and the second day was held at the Graylyn International Conference Center in Winston-Salem, NC.  

Participants responded well to Dr. Lebo’s positive leadership.  As one client noted, “We enjoyed working with Dana and are optimistic about our team’s future.” Bill Sanford was in attendance to provide additional support to participants. Lee Bryan, III remarked, “The time spent with Dana and Bill was most helpful for everyone on the team, and the impact on our clients will be remarkably positive. We are all excited about taking a new level of understanding and open communication to our clients.”  

Building on a financial tradition that began in 1800, Alex. Brown excels at the art of creating opportunity for exceptionally successful clients. Now a division of Raymond James, the partnership between these institutions has been about offering advisors and their clients the best of both firms. Together, they provide individuals and institutions with powerfully personalized solutions to even the most complex financial needs. 

Devoting time to developing an effective strategic plan for your company is a smart investment, and Bell Leadership is here to help you facilitate this process in a way that produces actionable results. Dr. Dana Lebo is available to provide Individual and Team Coaching Services and Bill Sanford is available to deliver On-Site Programs from the Leadership Mastery Series™ for your company. Please contact Amy Hagen at (919) 967-7904 for scheduling and fees.